Portfolio Performance Update- June, July 2010: Market Wins

Jae Jun submits: Old School Value Stock Portfolio Performance ﻿ Here is the June and July portfolio update. The past couple of months have been tough on my portfolio as many of my high flying positions from last year crashed significantly.Complete Story »

Jae Jun submits: 2010 results are in and you could say I am proud to be in the same crowd as Jeremy Grantham, Bill Miller and Legg Mason for my 2010 performance… by underperforming 99% of the funds out there. It isn’t easy to get in the 1% percentile...

Jae Jun submits: Time sure does fly. August ends with the Old School Value portfolio down -0.56% and down -14% for the year. The large cash position of 30% cushioned the fall in August, while the S&P dropped -4.5%. When including cash, the equivalent performance for the S&P500 is -3.12% at the end of August 31, 2010.